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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,545 |
ZALE,/MORGAN1+ years Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Other Services | $5,991 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,103 | $47,078-84.9% | $100,671-92.9% | $55,191-87.1% |
| Participation rate | 37.0% | 58.0%-21.0pp | 70.7%-33.7pp | 69.2%-32.1pp |
| Annual return | 11.37% | 0.65%+10.7pp | 20.43%-9.1pp | 10.78%+0.6pp |
| Employer contribution / active EE | $208 | $1,065-80.4% | $4,012-94.8% | $1,899-89.0% |
| Participant deferral / active EE | $721 | $2,038-64.6% | $3,144-77.1% | $3,046-76.3% |
| Admin fee / account holder | $48 | $153-69.0% | $4,850-99.0% | $91-47.6% |